Stock Analysis
Data Source: SEC EDGAR 13F
Updated Hourly

Ishares Tr (HYDB)

214 + Investors. Track Smart Money conviction in HYDB. See who's accumulating, reducing, or initiating positions.

Current Price
-- USD
Analyst Target
-- (0 analysts)
Upside
0.00%
Net Flow Q/Q
↑ +5
Streak
1Q ▲
Buyers last Q
54%

Smart Money Signals — HYDB

Based on 216 hedge funds · latest filing: 2026 Q1 · updated quarterly

📈

Buying streak — 1 quarter in a row

last 6Q
For 1 consecutive quarter, more hedge funds added HYDB than sold it. That's a consistent pattern of professional buying — not a one-time trade. When institutions keep buying quarter after quarter, it usually means they see a multi-year opportunity, not just a short-term momentum flip.
📊

High ownership — 90% of 3.0Y peak

90% of all-time peak
216 funds currently hold this stock — 90% of the 3.0-year high of 241 funds (reached 2025 Q1). Ownership is elevated but not yet at maximum concentration. Room to grow, but watch if the trend reverses.
📉

Outflows — 10% fewer funds vs a year ago

fund count last 6Q
25 fewer hedge funds hold HYDB compared to a year ago (-10% decline). When institutions consistently reduce their exposure, it's worth exploring the underlying fundamental reasons driving them away.
🟡

Slight buying edge — 54% buying

120 buying104 selling
Last quarter: 120 funds bought or added vs 104 that reduced or exited. It's nearly a 50/50 split — some institutions are convinced, others are taking profits. This mixed picture is normal near price highs.
📈

More new buyers each quarter (+7 vs last Q)

new funds entering per quarter
Funds opening a new HYDB position: 28 → 38 → 29 → 36. A growing influx of new institutional buyers means the asset is still gathering momentum — the consensus hasn't fully saturated yet.
📌

Mixed — 38% long-term, 26% new

■ 38% conviction (2yr+) ■ 36% medium ■ 26% new
Of the 216 current holders: 82 (38%) held >2 years, 78 held 1–2 years, and 56 entered in the last year. A mixed base — the stock has long-term believers but also recent buyers who haven't been tested by a downturn yet.
➡️

Steady discovery — ~36 new funds/quarter

41 → 28 → 38 → 29 → 36 new funds/Q
New funds entering each quarter: 28 → 38 → 29 → 36. Consistent flow of new institutional buyers without clear acceleration or slowdown.
📊

Mixed cohorts — 34% veterans, 34% new entrants

■ 34% veterans ■ 31% 1-2yr ■ 34% new
Of 216 current holders: 74 (34%) held 2+ years, 68 held 1–2 years, 74 (34%) entered in the past year. Balanced distribution — some institutional memory, some recent momentum buyers.
✅

Strong quality — 22% AUM from major funds

22% from top-100 AUM funds
17 of 216 holders rank in the top 100 by AUM, accounting for 22% of total institutional value held. A meaningful share of the ownership value comes from the most well-resourced institutions.
3.1
out of 10
Low Exit Risk
Exit risk score 3.1/10 — low institutional crowding. Ownership is below peak levels, holder base is relatively sticky, and buying momentum is positive.

Methodology note: these Smart Money cards use consecutive 13F disclosure snapshots, not trade-by-trade execution data. "Buying", "selling", "new holders", and "trimmed" refer to quarter-over-quarter changes in reported holders, aggregate shares, or disclosed position values between filings. They are useful for ownership regime analysis and crowding, but they do not imply exact trade timing on the filing date.

Institutional Sentiment Summary — HYDB

In 2026 Q1, 120 hedge funds were net buyers of HYDB (36 opened a new position, 84 added to an existing one), while 104 reduced or exited (73 trimmed, 31 sold completely) — a 54% buyer ratio, indicating a slight buying edge. 22% of total institutional value in HYDB is held by top-100 AUM funds, reflecting strong institutional quality. Net fund flow last quarter: +5 funds (more new holders than closures). Total institutional holders: 216.

Hedge Fund Ownership: HYDB

How many hedge funds hold HYDB — quarterly history vs. share price
Quarterly hedge fund ownership of HYDB vs. share price

Market Analysis: HYDB

Analyst Price Targets

Avg. Price Target
--

Analyst Recommendations

Stock Performance

Real-time

Company Profile: HYDB

-- --

Institutional ownership data sourced from SEC EDGAR Form 13F-HR filings.

Is It Too Late to Buy Ishares Tr (HYDB) Based on Hedge Fund 13F Filings?

Signal Freshness measures how much HYDB has moved relative to its sector benchmark (SPY) since the 2026 Q1 13F filing. A stock that has barely outrun its sector is still a relatively fresh entry point — the fund's thesis has not yet been priced in by the broader market.

Since Quarter End March 31, 2026 · 82d ago
HYDB
+0.6%
SPY
+15.1%

HYDB outperformed SPY by -14.5% since March 31, 2026.

Since 13F Filing Date May 15, 2026 · 37d ago
HYDB
+1.2%
SPY
+1.3%

Since the filing became public, HYDB outperformed SPY by -0.1% .

Interpretation: The stock is tracking its sector benchmark closely. The signal remains fresh and the entry point is still near the fund's implied reference. Learn more →

Smart Money Signal ?
Limited Smart Money Interest

No strong consensus or elite conviction detected among institutional holders.

9 top-rated funds 6 high-conviction
Consensus
4.3
/ 10
breadth
×
Elite
3.5
/ 10
conviction
Hedge Fund Positioning: HYDB
214 + Investors

Track Smart Money conviction in HYDB. See who's accumulating, reducing, or initiating positions.

Metric All 13F Filers (2026 Q1) Prior (2025 Q4) Change
Funds Holding 214 211 1.42%
13F Shares 23M 26M -10.01%
Total Value $1.05B $1.21B -13.36%
New Positions 35 29 +6
Increased Positions 84 84 -
Closed Positions 32 47 -15
Reduced Positions 72 77 -5
Total Calls 0 0 -
Total Puts 0 0 -
PUT/CALL Ratio 0.0 0.0 Bullish

Statistics: HYDB

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Short % of Float --

Financial Highlights

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Institutional Holders (2026 Q1)

214 + investors

Explore institutional interest and hedge fund ownership dynamics. Analyze portfolio weights, new positions, and conviction trends in HYDB. Verified SEC 13F-HR filings.

QUARTER:
Top 25 HYDB holders by conviction (% of portfolio weight) — 2026 Q1 · Source: SEC Form 13F
# Investor % of Portfolio Shares Mkt Value
1 Renaissancere Holdings Ltd 57.92% 5,057,726 $235.3M
2 Boyd Wealth Management, LLC 5.67% 288,504 $13.4M
3 Liberty Square Wealth Partners LLC 5.12% 394,128 $18.3M
4 Provident Living Financial Services, Inc. 4.59% 89,430 $4.2M
5 Cottonwood Capital Advisors, LLC 4.40% 134,104 $6.2M
6 TL Private Wealth 4.19% 226,924 $10.6M
7 Mascagni Wealth Management, Inc. 3.48% 105,072 $4.9M
8 Arch Global Advisors, LLC 3.31% 136,339 $6.3M
9 Outlook Wealth Advisors, LLC 2.78% 247,330 $11.5M
10 Capital Investment Counsel, LLC 2.73% 428,189 $19.9M
11 Cornerstone Planning Group LLC 2.41% 385,864 $18.1M
12 Beacon Financial Planning, Inc 1.90% 105,420 $4.9M
13 BlueStem Wealth Partners, LLC 1.85% 357,576 $16.6M
14 Daybright Advisory Services, Inc. 1.80% 139,857 $6.5M
15 Retirement Planning Group, LLC / Ny 1.68% 56,020 $2.6M
16 IMA Advisory Services, Inc. 1.33% 293,361 $13.6M
17 MA Private Wealth 1.23% 155,838 $7.2M
18 TFB Advisors LLC 1.15% 47,162 $2.2M
19 Factory Mutual Insurance Co 1.11% 2,116,815 $98.5M
20 ROI Financial Advisors, LLC 1.02% 36,549 $1.7M
21 Sonoma Allocations LLC 0.66% 40,834 $1.9M
22 Seamount Financial Group Inc 0.60% 28,669 $1.3M
23 Wealthspire Advisors, LLC 0.55% 1,514,236 $70.4M
24 Dahring | Cusmano LLC 0.48% 16,892 $786K
25 Correct Capital Wealth Management 0.47% 54,322 $2.5M
Investor Ownership
History 		% of Portfolio Prev % Rank Conviction Avg Buy Price 13F Score™ 3Y / 7Y Sell Timing Shares Mkt Value Change Change % Source Quarter Filed

Frequently Asked Questions — Ishares Tr (HYDB)

What does the Smart Money Trend signal show for HYDB?

Buying streak — 1 quarter in a row: For 1 consecutive quarter, more hedge funds added HYDB than sold it. That's a consistent pattern of professional buying — not a one-time trade. When institutions keep buying quarter after quarter, it usually means they see a multi-year opportunity, not just a short-term momentum flip.

What is the institutional breadth score for HYDB?

Slight buying edge — 54% buying: Last quarter: 120 funds bought or added vs 104 that reduced or exited. It's nearly a 50/50 split — some institutions are convinced, others are taking profits. This mixed picture is normal near price highs.

What is the fund quality score for HYDB holders?

Strong quality — 22% AUM from major funds: 17 of 216 holders rank in the top 100 by AUM, accounting for 22% of total institutional value held. A meaningful share of the ownership value comes from the most well-resourced institutions.

How long have hedge funds held HYDB?

Mixed — 38% long-term, 26% new: Of the 216 current holders: 82 (38%) held >2 years, 78 held 1–2 years, and 56 entered in the last year. A mixed base — the stock has long-term believers but also recent buyers who haven't been tested by a downturn yet.

Is it too late to buy Ishares Tr (HYDB) following the 2026 Q1 hedge fund 13F filings?

As of today, HYDB has moved +1.2% since the 2026 Q1 13F filing date (May 15, 2026), compared to +1.3% for the SPY sector ETF — an outperformance of -0.1%. Since the quarter end (March 31, 2026), HYDB has gained +0.6% vs +15.1% for SPY. The stock is tracking its sector benchmark closely. The signal remains fresh and the entry point is still near the fund's implied reference.

Where does this institutional ownership data come from?

All holdings data is sourced from SEC Form 13F filings, which institutional investment managers with over $100 million in assets are required to submit quarterly. Data is parsed directly from SEC EDGAR.

Disclaimer: The information on this page is for informational purposes only and does not constitute investment advice, a recommendation, or an offer to buy or sell any security. Institutional holdings data is sourced from SEC Form 13F filings and reflects positions as of the filing date. Past performance of any fund or portfolio is not indicative of future results. 13Foresight is not a registered investment adviser. Always conduct your own due diligence before making investment decisions.

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